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LDEM vs DFEV

iShares ESG MSCI EM Leaders ETF vs Dimensional Emerging Markets Value ETF

LDEM

iShares ESG MSCI EM Leaders ETF

iShares

Annual cost

0.16%

Fund size

$34M

DFEV

Dimensional Emerging Markets Value ETF

Dimensional Fund Advisors

Annual cost

0.43%

Fund size

$1.8B

Key differences

  • LDEM costs 0.27% less per year.
  • DFEV is significantly larger than LDEM — larger funds tend to be more liquid and less likely to close.
  • LDEM follows a index tracking strategy; DFEV uses active selection.
  • Over the last 3 years, DFEV has delivered higher annualized returns.

Side-by-side comparison

LDEMDFEV
Annual cost (TER)0.16%0.43%
Fund size (AUM)$34M$1.8B
Since20202022
Dividend yield3.06%2.25%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyindex trackingactive selection
CAGR 1Y+21.8%+50.2%
CAGR 3Y+14.1%+24.2%
CAGR 5Y+2.7%N/A
Sharpe 3Y0.651.21
Volatility 1Y17.58%16.79%
Max drawdown-40.82%-18.49%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LDEM and DFEV